Connect Material to a Work Task

Explanation

This activity is used to plan material lines that are required to perform the work order. You can also adjust the planned material requirement at any time during planning or when performing a work task. For each part, you can see how many have already been issued, and how many are available in inventory. You can also view information about each part from the inventory register in IFS/Inventory. All of these alternatives are available through several right mouse button options. If a work order is PM-generated, the entire material planning is copied from the PM-action to the work task/s. If a work task is generated from a maintenance order (in Fleet and Asset Management), all the maintenance order material demands will be transferred to the work task. If rental tool/equipment demands are entered on the Work Task/Resources/Rental tab, then corresponding material line will be created automatically for inventory-tracked rental tool/equipment. The Rental check box will be selected for rental material lines.

When a Work Order is created from a CRO line, a new maintenance material requisition will be created and connected to a default task. The component to be repaired will be included as a part with the Repair Part check box selected.

You can connect materials to any site that belongs to the same company as the work order (provided the user is connected to the site).

Prerequisites

• The inventory part must exist in IFS/Inventory.
• If the material is to be connected to a job, the jobs must have been defined on the Jobs and Templates tab prior to connecting the material to the work order.

System Effects

• The inventory part is linked to the work order.
• If demands have already being created in IFS Distribution for the maintenance order material, the demand type will change from Maintenance Order to Work Order. (Demand lines can be viewed in the Inventory Part Availability Planning window.)

Window

Work Task
Prepare Work Order
Work Order Structure

Related Window Descriptions

Work Task
Work Task/Materials
Prepare Work Order 
Prepare Work Order/Materials 
Work Order Structure
Work Order Structure/Materials

Procedure

1. Open the Prepare Work Order window or the Work Task window.
2. Click the Material tab, and create a new record. Use the List of Values to enter relevant Task No, if using Prepare Work Order window.
3. The site of the work order is displayed in the Site field by default. Use the List of Values to enter a different site the user is connected to. 
4. Enter the signature of the person creating the material line in the Signature field and the internal destination in the Int Destination field. Use the list of Values to select a suitable value.
5. Enter the due date for the material requisition. 
6. Save the record (F12).
7. On the table below, create a new record (F5).
8. Enter an appropriate part in the Part No field. Use the List of Values to select a suitable value.
9. Enter the condition code if applicable. Use the List of Values to select a suitable value.
10. Enter the date on which the material is needed in the Date Required field, and the quantity required in the Quantity Required field.
11. Enter the sales part site and the sales part number if you want to invoice the price of the material to a customer. Enter a discount if applicable (only applicable to IFS/Service Management).
12. Specify the supply code as to from where the material is supplied.
13. Save the information (F12).

If the part entered has the Create Repair WO check box selected

14. Enter or modify the values in the Object Site for Repair WO, Object ID for Repair WO, Directive for Repair WO, Maint Org Site for Repair WO and Maint Org for Repair WO fields.
15. Optionally, enter or modify the value in the Lot/Batch No for Repair WO field.
16. Optionally, select the Copy Prepostings to Repair WO check box.

Note: You can also connect materials to a work order in Work Order Structure/Materials.